Principal Funds

  • Principal MidCap Value Fund I

Principal MidCap Value Fund I

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 2.3 5.8 2.9 3.4 -0.2 -2.1 0 0 0 0 0 0 0
2005 -7 3 -3.6 1.1 -0.4 4.5 3.5 4.5 -4 0.2 3.5 -1.7 2.8
2006 -0.1 3.7 4.6 1.3 1 -0.4 1 -3.4 0.9 2.1 -0.3 4.1 15.2
2007 0.9 -4.9 0.9 3.1 -0.6 -5.7 -3.1 3.4 3.8 1.5 0.3 3.2 2.1
2008 3.1 -7.8 -19.9 -10.5 2 -3.4 -6.9 4.4 6.5 -0.8 -2 -5.4 -36.1
2009 5.1 5.2 -4.7 5.7 5.9 9.2 -0.2 3.9 12.8 8 -10.5 -8.4 33.1
2010 7.3 1 3.6 9.6 -4.5 8.2 -6.8 -7.9 4.4 7 5.3 -3.4 24.1
2011 0.3 -0.6 12.7 -9.6 -7.5 -3.9 -2.4 -0.9 2.4 0.9 4.5 1.4 -4.5
2012 2.4 1.2 -0.2 1.8 2.9 0.5 2.9 -6.1 -0.5 2.1 4.1 5.3 17.2
2013 2.8 2.1 3.3 4 -3 5.2 -1.2 2.3 0.9 4.2 1.7 6.9 33
2014 1.1 2.7 2.5 -3.9 4.8 -2.8 3.1 1.8 -0.1 0.9 5.4 -1.8 13.6
2015 -3.7 0.1 5.7 -4.2 -5 -0.3 -2.9 1.6 -0.9 0 4.5 -2.3 -7.8
2016 1.2 7.1 -3 0.3 0.9 3 -0.1 2.1 1.4 8.7 -0.2 -6.8 14.6
2017 0.9 3.2 1.5 3 -1.2 1.7 0.8 -1.4 0.7 -0.3 2.8 1.8 14
2018 -10.2 2 -7.7 -0.5 1.2 3.4 1 1 0.2 -0.4 -4.1 2.8 -11.5
2019 -2.3 2.5 0.5 3.7 -3 0.9 6.8 -6.4 3.9 0.2 3.5 9.4 20.4
2020 4.5 13.5 0.6 -3.1 3.7 3.6 0.8 5.3 13 -19.8 -9.9 -2.4 5
2021 -4.6 -2.8 4.5 -4.5 2.4 1.3 -2.1 2.1 17.5 6 8.9 -10.3 16.9
2022 -10.2 5.7 10.5 -8.4 -3.3 8.1 -9.8 2.3 -3.8 2.7 -0.3 -3.9 -12.4
2023 1.5 8.1 -3.5 -4.5 -2.8 3.7 7.6 -4.6 -0.3 -2.4 -2.3 6.5 6
2024 -4.43 5.33 -0.5